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I'd tend to believe the web store excuse only because I feel no one in their right mind would use such an excuse as a lie. If there were production delays they could have just as well said that since it is not unheard of for a company to delay the release of a product for just such a reason and while some would be disappointed, they would not be as overly upset to avoid buying it altogether.
If they are indeed being deceitful, then they are painting themselves into a corner by using an excuse that can realistically be corrected fairly quickly and could lose the trust of potential customers. I mean if they lie about this what else could they lie about?
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